Specializing in financial planning for families
Book Your Free Call
Every relationship with Family Life Financial Planning starts the same way: a free, no-obligation conversation. In about 30 minutes, we’ll get to know each other, talk through what’s on your mind — whether that’s retirement, paying for college, debt, or just knowing if you’re on track — and figure out together whether working with us makes sense. You don’t need to be a client, and you don’t need to have anything figured out first. Pick a time below that works for you.
What Happens on the Call
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We get to know each other. You share what’s going on and what you’d like to accomplish; I tell you a bit about how I work.
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We talk through your questions. Bring whatever’s weighing on you — there’s no such thing as a question that’s too basic.
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We decide on next steps, together. If it’s a fit, I’ll explain how I can help and what it would cost. If it’s not, I’ll point you in a better direction. No pressure either way.
Fee-only · Fiduciary · 100% no-obligation · About 30 minutes · Evening appointments available by request
Prefer to Reach Out Directly?
If you’d rather talk first or can’t find a time that works, call or email and we’ll sort it out:
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Phone: 440-490-7526
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By appointment — Mon–Fri, 9:00–5:00, with evenings available by arrangement.
Frequently Asked Questions
Do I have to be a client already?
No. The discovery call is specifically for people who aren’t clients yet and want to learn more about Michael and Family Life Financial Planning.
Is there any cost or obligation?
None. The call is free, and there’s no obligation to become a client. It’s simply a conversation.
What if I only have one specific question?
That’s completely fine. Plenty of people book a call just to get clarity on a single decision. If an hourly or project engagement would serve you better than ongoing planning, I’ll tell you.
What should I have ready?
Nothing required. If it helps you, jot down your top two or three financial questions beforehand — but come as you are.